January 13th, 2021 | 11:40 CET
Delivery Hero, GS Holdings, Adler Modemärkte - Corona factor: take profits or buy courageously?
The list of companies benefiting from the Corona pandemic is long. The longer list is that of the companies that have suffered massively, right up to companies deprived of their livelihood. The decisive factor is whether companies can adapt flexibly to general conditions and whether they are financially strong enough to ride out the wave. Regardless of whether they are high flyers or bankrupt vultures, stock market prices do not always reflect a company's appropriate value. If the discrepancy between value and price is too large, it is worthwhile to enter into corresponding trading positions or investments. We present you with three attractive opportunities.
time to read: 2 minutes
|
Author:
Carsten Mainitz
ISIN:
SG1CF0000001 , DE000A2E4K43 , DE000A1H8MU2
Table of contents:
"[...] We have built one of the largest land packages of any non-producer in the belt at over 440 sq.km and have made more than 25 gold discoveries on the property to date with 5 of these discoveries totaling about 1.1 million ounces of gold resources. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.
Author
Carsten Mainitz
The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.
Tag cloud
Shares cloud
DELIVERY HERO SE- Perpetuum mobile?
Who would have thought a few years ago that a food delivery company would one day be one of the 30 largest German stock market stocks? Delivery Hero has also broken the rule of thumb that the newcomer underperforms after an index inclusion in the DAX. The Company is now valued at EUR 28 billion. Earlier this month, the Berlin-based Company took advantage of the high share price to raise EUR 1.2 billion in capital. This capital is intended to accelerate expansion, strengthen existing brands and enter new markets.
Yesterday, Delivery Hero announced it was establishing its own investment arm. DX Ventures will invest in owner-managed startups. The initial amount available is EUR 50 million, which will go into companies in the on-demand service, food technology, sustainable innovation, artificial intelligence, Fintech and logistics sectors.
Yesterday, analysts at DZ Bank recommended the stock as a buy with a price target of EUR 150 but pointed out the high valuation in the sector. In contrast, the valuation of Delivery Hero is "still acceptable". Investors should not forget, despite all the growth fantasy, that the DAX stock will not write profits until 2022 at the earliest.
GS HOLDINGS LIMITED - interesting niche player
Singapore-based GS Holdings operates in two sectors within the food & beverage industry in the Asian island nation. The Company operates various food courts, a halal restaurant in Singapore, as well as a famous restaurant under the brand name "Sing Swee Kee". The restaurants are currently open in the city-state, with a limited number of visitors, so the losses caused by Corona have so far been limited for the Company.
In addition, GS Holdings offers so-called BOP services in the food and beverage industry. BOP stands for branding, operation and procurement. These services are growing rapidly as customers buy in their expertise and then outsource parts of their business in this way. The Company thus helps customers drive growth and innovation based on a broad range of services.
The GS Holdings share has been listed in Germany since the end of 2020. At a share price of EUR 0.27, the innovative Company is valued at around EUR 50 million. The Company is well-positioned in the two business areas and could increasingly benefit from Chinese customers in the BOP business. The cash register is likely to keep ringing and boost the share price.
ADLER MODEMAERKTE AG - What happens now that the Company has filed for insolvency?
On Monday, the textile retailer filed for the opening of insolvency proceedings in self-administration due to over-indebtedness. This self-administration was approved yesterday and business operations will continue in full. After the losses caused by Corona in 2020, the lockdown before Christmas was the straw that broke the camel's back. Adler failed to close the liquidity gap via a government support fund or through investors.
The Company, which has been active in the market for more than 70 years, focuses on large-scale concepts with more than 1,400 sqm of sales space where own and third-party brands are sold. According to its information, the Company is the market leader in the high purchasing power segment of the 55+ age group. Adler generated nearly EUR 500 million in sales from 172 fashion stores in 2019.
In recent days, the share price sank to around EUR 0.40. Yesterday, the share exited trading at over EUR 0.90. The Company is currently valued at just under EUR 17 million.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.
Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.
Risk notice
Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.
The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.
The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.
